Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Training Specialist.
Principal Responsibilities
In this role you will:
Develop and deliver effective and engaging training programmes on Client Lifecycle Management (CLM) processes with a strong focus on client onboarding and financial crime risk, particularly Customer Due Diligence (CDD) and Know Your Customer (KYC) requirementsCoordinate design, delivery, and assessment of targeted learning materials (e-learning, workshops, webinars, manuals) tailored to different audiences across front office, operations, and CLM, partnering with Group Learning and External Vendors as appropriateSupport the wider CLM function in reviewing, digesting, applying and providing advice on financial crime risk related policies and proceduresMaintain and embed HSBC Private Bank’s Financial Crime Risk training frameworkDesigning a framework for ongoing interactive team training, supporting delivery in partnership with local CLM and front office resourcesEncourage a consistent approach to implementing policy and procedures relating to CDD across all GPB marketsCollaborate with subject matter experts (SMEs) and stakeholders to stay aligned with current regulatory requirements and internal policy / procedure changesMonitor the effectiveness of training initiatives through feedback, testing and performance metrics; recommend and implement improvements